Extract
Digital Transformation in Services is essential to offer exceptional service experiences that increase the satisfaction and loyalty of your customers in a globalized market in constant evolution. Through the adoption of technologies such as Artificial Intelligence (AI), data analytics, among others, Commercial and Leasing companies, Medical Offices, Accounting and Legal Firms, and Marketing Agencies, Consulting and Coaching are adapting their processes to remain competitive and drive innovation and growth in the service industry.
Contents
A Paradigm Change
The Digital Transformation in Companies and Organizations more than an option,It is a necessity for business success in today's digital age, requiring the adoption and integration of digital technologies in all areas of the business to improve efficiency and productivity;and implies a comprehensive organizational change, with a well-defined transformation strategy, a evolution of processes towards best practices and one high performance culture with transformational leadership.
In all industries,the integration of physical and digital work systemsIt is a continuous and multidimensional process that demands an approach focused on continuous improvement. In the case of services, an industry that makes its financial, human, material, technical resources, and time schedule available to its clients, faces the need to adapt and adopt new tools to remain competitive.
This integration of Technology and Human Talent applies at all stages of service provision, from client prospecting, through presentation, negotiation and realization, to completion and post-sales follow-up.Thus facilitating communication and collaboration between different actors for faster and more accurate decision making that optimizes the use of resources, mitigates variation and improves workflow.
Technology in All Aspects of the Experience
In the Digital Transformation in services, technologies play a central role to offer more personalized, efficient and convenient services to customers based on their behaviors. These technologies have varied applications and place a strong emphasis on real-time data collection to deliver omnichannel experiences, online self-service, and data-driven personalization to differentiate and be more engaging than the competition by optimizing the delivery of value to your customers..
Each company requires its own package of solutions based on its individual conditions and realities derived from the variety of combinations between products and services that they can cover, since the specific application of each technology and its effective integration in different contexts will not be the same for everyone..
Key Technologies in the Digital Transformation in Services
The Marketers and Leasing Companies, who make their resources available to their clients to achieve their business objectives and satisfy a tangible and/or economic need, require solutions with a focus on analytics and management of commercial and financial operations:
Operations Data Mining and Data Science that allows you to discover hidden patterns, trends and opportunities that can drive relevant and informed business strategies and decisions.
Digital Operations Monitoring to monitor the status of their processes and their client portfolios, allowing them to provide a better experience through digital control panels with key performance indicators (KPIs).
Early warning dashboard that displays notification when the status of any of your accounts is at risk, as well as other specific demands of the operation.
The Medical Offices, Accounting and Legal Firms, and Marketing, Consulting and Coaching Agencies, who make their time available to their clients to achieve their business objectives and satisfy an intangible need for experience and technical and/or specialized knowledge, require solutions with a focus on managing your time and knowledge:
Information classification systems that allow you to quickly find formats, files, records and other documents to speed up customer service.
Virtual assistants that eliminate redundant tasks, reduce administrative times and offer a better and more standardized experience to your customers.
Both groups of companies requires:
Implementation of Lean Services to achieve a cultural and thinking change that truly improves efficiency and customer experience, covering all areas of knowledge of the PMI plus its annex corresponding to the sector, regulations and applicable international standards such as ISO.
Comprehensive Technological Architecture in which documentary processes are systematized, optimized and automated to free teams from administrative burden and allow them to concentrate on delivering value to the client. This architecture must contemplate and connect the tools that companies in the industry use such as:
PMSs (Project Management Software) that improve coordination between different work teams.
ERPs (Enterprise Resource Planning) that optimize workflows and process efficiency.
SCMs (Supply Chain Management) that allow more precise monitoring of the supply.
CRMs (Customer Relationship Management) that facilitates lead tracking and sales generation.
O&Ms (Operations and Maintenance) that facilitate preventive maintenance and optimize the use of resources.
Challenges and Obstacles in Digital Transformation in Services
To make the most of these opportunities, it is necessary to overcome the challenges and obstacles associated with the adoption of new technologies and foster a culture of innovation and continuous learning in the organization. Among the most important are:
Resistance to change: Many companies and professionals are accustomed to traditional work methods and may show fear and/or resistance to adopting new tools and processes.
Lack of Standards and Interoperability Protocols: The diversity of system providers and the multitude of individual ways to configure them, each with their own standards and data formats, make collaboration and integration between different technological applications difficult.
Cybersecurity: Digital connectivity carries the risk of cyberattacks and security breaches that must be addressed and prevented by implementing appropriate computer security measures.
Implementation Cost: Investments in software, equipment and training may be excessive for the financial capacity of smaller companies, limiting their ability to adopt advanced digital technologies.
Companies must carefully evaluate the return on investment of digital transformation and explore funding options and grants available at a local, regional or national level to support the adoption of digital technologies in your sector. At the same time,Technologies and projects that offer the greatest added value should be prioritized.
With this, you can provide appropriate training and support to help employees become familiar with new technologies and understand how they can improve their work. In turn, new technologies and business models allow companies to adapt to changes in the market and respond quickly and effectively to unforeseen crises and challenges.
Conclusion: Achieving Digital Transformation in Services is Key to Maintaining Relevance in the Market
Technological needs will vary depending on the type of services provided. However, being actively involved in the search for new, simpler, more efficient and effective ways of operating can be the most determining factor in the success of a company that is dedicated to offering services to its clients.
This sector has always been at the forefront of innovation and adoption of information technologies to provide a unique experience to its customers and satisfy the changing needs and expectations of its markets. The adoption of technology in offices and work spaces is and will continue to be a key differentiator to stand out in an increasingly competitive and globalized market.
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About Pablo Tellaeche (Author):
Owner and main consultant of TACs Consultores, Speaker and University Professor; seeks to bring a true and positive Lean Culture and Digital Transformation to every company with which he has the pleasure of collaborating.
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